Drumroll, please...
Our 2022 Vulnerable Customer Award winners took to the spotlight to showcase their winning entries and share what their firms have been doing to ensure clients in vulnerable circumstances are identified, supported and treated fairly.
Let's hear what they had to say...
Pensionhelp, Company of the Year - six to 19 advisersDarren Hardy-Dearness, Compliance Director at Pensionhelp, talks to us about their delight at being recognised by the industry and the internal processes, procedures and practices that enable them to better serve their vulnerable customers. |
Harold Stephens, Company of the Year - up to five advisersRichard Higgs, Chartered Financial Planner and founder of Harold Stephens, talks to us about how they are putting vulnerability at the forefront of everything they do, making their later life community the very best it can be. |
Adam Johnson, New Forest Wealth Management, Vulnerable Customer ChampionAdam Johnson, Director and Financial Adviser at New Forest Wealth Management, talks to us about how his academic work, combined with the firm's personal and practical experience, helps to support their vulnerable clients. |
M&G Wealth Advice, Company of the Year - 20+ advisersThe experienced team at M&G Wealth Advice talk to us about how their processes and policies work in practice to better recognise and support their vulnerable customers. |
James Barnett, Principal of James Barnett Wealth Management, Up Close and PersonalJames Barnett, Principal of James Barnett Wealth Management, shares his tear-jerking case study of professional support and friendship given to a vulnerable customer throughout the Pandemic. |
See below for the Just Group Vulnerable Customer Awards wall of fame
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Up Close and Personal WINNER: JAMES BARNETT, JAMES BARNETT WEALTH MANAGEMENT What the judges said: "Above and beyond - visits, finding a care home, hearing aids, the paperwork, the ongoing contact...feels like family." Jenny Cadman "Recognised the vulnerability and built an ongoing relationship." Johnny Timpson HIGHLY COMMENDED: DENNIS PERRY, SOUTH WEST EQUITY RELEASE JOHN CHAPMAN, EQUITY RELEASE ASSOCIATES Company of the Year - Up to five advisers WINNER: HAROLD STEPHENS What the judges said: "Training and policies are excellent, with the Director leading both of these. Strong sense of wanting to continue to improve by sharing best practice with other firms." Sally Plant "Provided a higher number of examples of positive interventions." Chris Fitch "Excellent examples." Jenny Cadman HIGHLY COMMENDED: OAKMERE WEALTH MANAGEMENT Company of the Year - six to 19 advisers WINNER: PENSIONHELP LTD What the judges said: "A clear culture of vulnerable customer care in everything they are doing throughout their processes. It is clear that this culture was the foundation of the company when formed, and it has been continually developed with several outstanding examples both internally and externally in this field." John Somerville. HIGHLY COMMENDED: CLEAR CUT FINANCIAL PLANNING FINANCIAL MANAGEMENT BUREAU LIMITED Company of the Year - 20+ advisers WINNER: M&G WEALTH ADVICE What the judges said: "Lots and lots of good examples of practice, policy and training implementation." Chris Fitch "They have clearly not only changed their systems to optimise the opportunity to identify and support clients with additional support needs, but have importantly developed an internal training programme. The entry indicates that there is an empathetic ethos within the organisation." Tish Hanifan "The only firm to demonstrate fresh thinking towards every client's vulnerable circumstances, rather than an evident disability or age-related profile." Keith Richards HIGHLY COMMENDED: ALZHEIMER'S SOCIETY AND SANTANDER Vulnerable Customer Champion WINNER: ADAM JOHNSON, NEW FOREST WEALTH MANAGEMENT What the judges said: "His 'drive' comes through in this entry." Tish Hanifan "Adam's focus on vulnerable consumers in financial services has unquestionably heightened his awareness, focus and actions towards his clients and promotion within his firm." Keith Richards HIGHLY COMMENDED: RICHRD HIGGS, HAROLD STEPHENS DANIEL WATTS, WATSON MOORE INDEPENDENT FINANCIAL ADVISERS LIMITED Data and Technology This year awards have not been made in this category. Whilst some entries provided good examples of the use of technology and/or data, the judges were looking for more evidence of how the applications supported consumer outcomes. We would like to thank everyone who entered this category as we appreciate the time it takes to write an awards submission. |
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Up Close and Personal Winner: RICHSTONE PARK FINANCIAL PLANNING Highly Commended: ASQUITH FINANCIAL SERVICES CLEAR CUT FINANCIAL PLANNING JANE BOWNAS WEALTH MANAGEMENT
Data and Technology Winner: AIR GROUP Highly Commended: MAZARS FINANCIAL PLANNING
Company of the Year Winner: MAZARS FINANCIAL PLANNING Highly Commended: KEY GROUP
Vulnerable Customer Champion Winner: KATHRYN KNOWLES of Cura Financial Services Highly Commended: EMMA MOORE of Key Group |
